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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $46B
1-Year Est. Return 27.59%
This Fund
S&P 500
This Quarter Est. Return
-1.84%
1 Year Est. Return
+27.59%
3 Year Est. Return
+97.89%
5 Year Est. Return
+132.69%
10 Year Est. Return
+500.34%
AUM
$46B
AUM Growth
-$375M
Cap. Flow
+$1.95B
Cap. Flow %
4.25%
Top 10 Hldgs %
33.14%
Holding
3,504
New
954
Increased
1,038
Reduced
277
Closed
939

Top Buys

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$2.43B
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.33B
3
AMZN icon
Amazon
AMZN
+$1.29B
4
META icon
Meta Platforms (Facebook)
META
+$872M
5
LLY icon
Eli Lilly
LLY
+$647M

Top Sells

Rank Stock Value
1
BAC icon
Bank of America
BAC
+$75.4M
2
TSLA icon
Tesla
TSLA
+$64.6M
3
MRSH
Marsh
MRSH
+$38.2M
4
LOGI icon
Logitech
LOGI
+$37M
5
XYL icon
Xylem
XYL
+$36.5M

Sector Composition

Rank Sector Weight
1 Technology 30.12%
2 Financials 15.91%
3 Healthcare 11.42%
4 Industrials 8.98%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOGI icon
26
Logitech
LOGI
$15.5B
$216M 0.47%
2,400,444
-401,959
-14% -$37M
CVX icon
27
Chevron
CVX
$378B
$212M 0.46%
+1,022,554
New +$186M
KO icon
28
Coca-Cola
KO
$362B
$190M 0.41%
2,499,405
+394,506
+19% +$29.8M
GEV icon
29
GE Vernova
GEV
$265B
$189M 0.41%
216,173
+65,193
+43% +$50.9M
CAT icon
30
Caterpillar
CAT
$402B
$183M 0.4%
258,026
-1,680
-0.6% -$1.16M
VRT icon
31
Vertiv
VRT
$110B
$181M 0.39%
724,040
-90,299
-11% -$20M
ADBE icon
32
Adobe
ADBE
$94.5B
$175M 0.38%
721,621
+132,335
+22% +$36.7M
CM icon
33
Canadian Imperial Bank of Commerce
CM
$108B
$175M 0.38%
+1,856,536
New +$177M
TTE icon
34
TotalEnergies
TTE
$187B
$175M 0.38%
1,874,308
+266,183
+17% +$20.3M
TMO icon
35
Thermo Fisher Scientific
TMO
$208B
$174M 0.38%
353,363
-10,207
-3% -$5.54M
BNY
36
Bank of New York Mellon
BNY
$107B
$173M 0.38%
1,458,947
-37,239
-2% -$4.43M
APH icon
37
Amphenol
APH
$184B
$171M 0.37%
+1,354,475
New +$191M
PG icon
38
Procter & Gamble
PG
$346B
$171M 0.37%
1,184,308
+65,336
+6% +$9.91M
GE icon
39
GE Aerospace
GE
$375B
$169M 0.37%
+595,916
New +$187M
VRTX icon
40
Vertex Pharmaceuticals
VRTX
$122B
$168M 0.37%
377,013
+23,525
+7% +$11M
BRK.B icon
41
Berkshire Hathaway Class B
BRK.B
$1.07T
$167M 0.36%
348,557
+6,662
+2% +$3.27M
PWR icon
42
Quanta Services
PWR
$93.1B
$164M 0.36%
299,256
+5,937
+2% +$3.06M
ANET icon
43
Arista Networks
ANET
$215B
$164M 0.36%
1,337,421
-25,114
-2% -$3.36M
ETN icon
44
Eaton
ETN
$155B
$163M 0.35%
456,025
-23,250
-5% -$8.27M
KLAC icon
45
KLA
KLAC
$266B
$160M 0.35%
1,088,210
+183,330
+20% +$26.8M
FIX icon
46
Comfort Systems
FIX
$60.9B
$158M 0.34%
+114,241
New +$145M
BAC icon
47
Bank of America
BAC
$436B
$153M 0.33%
3,129,083
-1,460,880
-32% -$75.4M
CSCO icon
48
Cisco
CSCO
$452B
$152M 0.33%
+1,953,107
New +$153M
AMD icon
49
Advanced Micro Devices
AMD
$807B
$151M 0.33%
+742,484
New +$159M
VZ icon
50
Verizon
VZ
$198B
$150M 0.33%
2,987,265
+103,781
+4% +$4.81M
1
2
3 4 5

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Zurich Cantonal Bank's Q1 2026 Portfolio in Review

As of Q1 2026, Zurich Cantonal Bank held 3,504 positions worth $46B, down 0.81% from $46.3B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Cantonal Bank deployed $1.95B of net new capital in Q1 2026, opening 954 new positions and adding to 1,038 existing holdings. Its largest new stake was UBS Group: 56,674,567 shares worth $2.17B.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 26% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Bank of America, an estimated $75.4M trimmed.

  • Zurich Cantonal Bank's largest Q1 2026 buy was UBS Group: 56,674,567 shares worth $2.17B.
  • Zurich Cantonal Bank added most to Microsoft in Q1 2026, an estimated $221M increase.
  • Zurich Cantonal Bank's biggest Q1 2026 reduction was Bank of America, cutting an estimated $75.4M.
  • Zurich Cantonal Bank fully exited CyberArk in Q1 2026, selling an estimated $12.7M.
  • Zurich Cantonal Bank's ten largest holdings make up 33% of its $46B portfolio in Q1 2026.
  • Zurich Cantonal Bank opened 954 new positions and closed 939 in Q1 2026.
  • Zurich Cantonal Bank's portfolio value fell 0.81% quarter-over-quarter to $46B.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.